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3/7/24: Advisors' Moves, Clients' Choices
Manage episode 405159698 series 3304352
Financial advisors are switching firms at an unprecedented rate. What motivates their moves, and how does it affect you? Today’s podcast addresses this trend and the widespread regret among advisors post-switch.
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
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Links from today's show:
Wealth Management Convergence (discount code WMC2024): https://www.thetayf.com/pages/convergence
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Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
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Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
Schwab: https://www.schwab.com/
Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
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397 tập
Manage episode 405159698 series 3304352
Financial advisors are switching firms at an unprecedented rate. What motivates their moves, and how does it affect you? Today’s podcast addresses this trend and the widespread regret among advisors post-switch.
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today's show:
Wealth Management Convergence (discount code WMC2024): https://www.thetayf.com/pages/convergence
-----
Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
-----
Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
Schwab: https://www.schwab.com/
Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
-----
397 tập
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